eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 103,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.5 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.

Business Development

eMoney Advisor

The Sales Team at eMoney Advisor is responsible for driving revenue growth and expanding the company’s client base. This team develops and implements strategic sales plans, nurtures relationships with financial professionals, and collaborates with various departments to deliver tailored technology solutions. Comprising roles from Regional Sales Managers to Directors of Sales Development, the team focuses on both direct sales and enterprise-level engagements to ensure the widespread adoption of eMoney’s financial planning platform.

Sales Team

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Team members

Other teams at eMoney Advisor

Engineering Team